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Disclosery

STEPH & CO: EXEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEPH & CO on EXEL, newest first. How the timeline and the estimate are built.

STEPH & CO held 2,548 EXEL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,548 shares
    Change vs previous 13F -189 shares

    0.04% of the 13F portfolio, value $148,829.

    13F-HR 0000941519-26-000007 filed by STEPH & CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,737 shares
    Change vs previous 13F -464 shares

    0.04% of the 13F portfolio, value $148,920.

    13F-HR 0000941519-26-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 3,201 shares
    Change vs previous 13F -48 shares

    0.04% of the 13F portfolio, value $137,291.

    13F-HR 0000941519-26-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,249 shares
    Change vs previous 13F +2,632 shares

    0.04% of the 13F portfolio, value $142,404.

    13F-HR 0000941519-26-000002 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 617 shares
    Change vs previous 13F -385 shares

    0.01% of the 13F portfolio, value $25,482.

    13F-HR 0000941519-25-000009 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,002 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $44,163.

    13F-HR 0000941519-25-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).